Complex Philanthropy

UBS advisor podcasts

Join Mark Hagan, Financial Advisor at UBS Financial Services, Inc. and guests as he helps uncomplicate the process of donating non-liquid/privately held assets (otherwise known as complex assets) to charity.

05 Jun 2024

Donor Advised Fund or Family Foundation: How to decide the best option for your family.

Deciding between a donor advised fund and a foundation can be confusing at best. We will discuss the common misperceptions and clarify their differences.

00:00
21:51

23 May 2024

Business Succession Planning: 4 steps to a successful outcome (Part 3)

The final of a 3 part series to a successful sale or transition of your business

00:00
23:22

07 Feb 2024

Business Succession Planning: 4 steps to a successful outcome (Part 2)

Part 2 of a 3 part series that provides insight into the process needed to ensure a successful transition of your business.

00:00
21:03

31 Jan 2024

Business Succession Planning: 4 steps to a successful outcome (Part 1)

This three-part series provides insight into the process needed to ensure a successful transition of your business.

00:00
18:15

12 Apr 2023

Complex Philanthropy : Oil and Gas Assets

Join Mark Hagan, Senior Vice President- Wealth Management at UBS Financial Services, Inc. and guests as he helps uncomplicate the process of donating different types of oil and gas ownership interests.

00:00
22:19
Apple Podcasts
Listen on Spotify

Contact information

Mark Hagan
7250 Dallas Parkway
Suite 1200
Plano, TX 75024
(469) 440-0601
(469) 440-0335

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